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Plumbing: Never miss an emergency call

The Plumbing blueprint configures a client account to answer calls and chats day or night so the 2 a.m. burst pipe books with you instead of the next plumber on the list. It tracks equipment like water heaters and follows up on open estimates. It is built for plumbing businesses that respond to emergencies and want every job followed up.

Watch how the Plumbing blueprint handles emergency calls, equipment tracking, and estimate follow-up.

Who it's for​

Plumbing businesses that respond to emergency calls, track customer equipment, and want to follow up on every open estimate.

What it solves​

When a homeowner reports water coming through the ceiling at 2 a.m., the call gets answered immediately. The system treats it as an emergency, explains how to shut off the main valve, and takes the address and a callback number. Every water heater and equipment item gets a record, and open estimates are followed up automatically.

What's included​

The Plumbing blueprint includes:

  • AI receptionist: answers calls and web chats day and night. Treats burst pipes and flooding as emergencies, explains how to shut off the main valve, and gathers the address and callback number. The caller is added to the CRM as a contact.
  • Pipelines: Job Pipeline and Commercial Account Pipeline.
  • CRM custom objects: Job / Service Calls, Maintenance Plan Subscriptions, and Equipment / Assets (each installed water heater or system with install date and warranty).
  • Automations: Post-job review request (when a job is marked complete), Estimate follow-up (chases open quotes with a text, then an email), Maintenance plan renewal reminder, and Missed call text-back. Automations arrive as drafts for the client to turn on.
  • Campaigns and email templates: seasonal checkups, water heater reminders, win-backs for customers who have gone quiet, and commercial contract renewals.
  • Smart Lists: lapsed customers, open estimates, review requests not yet sent, and water heater replacement candidates.

Required products​

Your client account needs these products turned on before the blueprint can be applied:

  • Campaigns Pro
  • Reputation Management (Premium)
  • CRM AI
  • Conversations AI – Embedded, or another Inbox product with AI

Add and apply the blueprint​

To use this Blueprint Template, find Plumbing: Never miss an emergency call in the Blueprint Templates tab at Partner Center → Blueprints, then add it to your blueprints and apply it to a client account. Make sure the required products are turned on first.

For step-by-step instructions, see Create a blueprint and Apply a blueprint.

Automations arrive as drafts so the client can turn on the ones they want live. Campaigns are also delivered as drafts and editable templates.